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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,096 | $100,895-74.1% | $90,430-71.1% | $158,950-83.6% |
| Participation rate | 36.4% | 75.0%-38.7pp | 72.7%-36.3pp | 82.0%-45.6pp |
| Annual return | 1.10% | 1725.54%-1724.4pp | 1293.73%-1292.6pp | 302.91%-301.8pp |
| Employer contribution / active EE | $358 | $3,689-90.3% | $3,262-89.0% | $4,762-92.5% |
| Participant deferral / active EE | $1,739 | $4,347-60.0% | $3,963-56.1% | $5,983-70.9% |
| Admin fee / account holder | $11 | $6,505-99.8% | $5,613-99.8% | $11,248-99.9% |